Best Performing Lump Sum Investments 2024 - 2025 | Fincash.com

Table of Contents

Tips For Lump sum Mutual Fund Investments
- Scheme Asset Size
- Fund Age
How to Invest in Best Mutual Funds Online?
Best Lumpsum Equity Mutual Funds 2024 - 2025
Best Lumpsum Debt Funds 2024 - 2025
Best Lumpsum Hybrid Funds 2024 - 2025
Top 4 Funds

5 Best Performing Lump sum Investments 2024 - 2025

Updated on November 18, 2024 , 150688 views

Mutual Fund schemes in India have grown over the years. As a result, the Best Performing Mutual Funds in the Market keep on changing. There are various rating systems in place to judge a mutual fund scheme, such as CRISIL, Morning Star, ICRA, etc.

These systems evaluate a mutual fund based on the qualitative and quantitative factors like returns, Standard Deviation, fund age, etc. The summation of all these factors leads to the rating of the best performing Mutual Funds in India.

Tips For Lump sum Mutual Fund Investments

A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:

Scheme Asset Size

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Less Asset Under Management (AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately same as the category.

Fund Age

To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently churning returns over 4-5 years.

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Best Lumpsum Equity Mutual Funds 2024 - 2025

Below are the top ranked funds from equity category like large-, mid-, small-, multi-cap funds, ELSS and sectoral funds.

Top 5 Lump sum Large Cap Equity Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
IDBI India Top 100 Equity Fund Growth	₹44.16 ↑ 0.05	₹655	5,000	9.2	12.5	15.4	21.9	12.6
Nippon India Large Cap Fund Growth	₹84.8386 ↑ 0.28	₹34,105	5,000	-3.3	5.1	28.5	18.4	19.2	32.1
HDFC Top 100 Fund Growth	₹1,088.15 ↑ 3.16	₹36,467	5,000	-4.9	4.3	23.2	15.9	16.9	30
ICICI Prudential Bluechip Fund Growth	₹103.22 ↑ 0.21	₹63,670	5,000	-3.3	5.3	27.7	15.7	18.8	27.4
DSP BlackRock TOP 100 Equity Growth	₹449.33 ↑ 2.45	₹4,470	1,000	-1	10.5	31.1	15	15.2	26.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23

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Top 5 Lump sum Mid Cap Equity Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Midcap 30 Fund Growth	₹104.202 ↑ 1.59	₹20,056	5,000	4.7	24.3	57.3	32	31.4	41.7
Edelweiss Mid Cap Fund Growth	₹95.534 ↑ 0.91	₹7,677	5,000	-0.7	14.9	42.4	22.7	28.9	38.4
PGIM India Midcap Opportunities Fund Growth	₹60.96 ↑ 0.49	₹10,943	5,000	-3.2	6.9	22.2	11.3	27.9	20.8
Invesco India Mid Cap Fund Growth	₹160.93 ↑ 1.58	₹5,625	5,000	1.2	15.6	43.6	21.6	26.8	34.1
SBI Magnum Mid Cap Fund Growth	₹228.212 ↑ 1.27	₹21,407	5,000	-3.7	5.9	24.4	17	26.4	34.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Small Cap Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Kotak Small Cap Fund Growth	₹266.313 ↑ 1.03	₹17,593	5,000	-2.2	10.3	31	16.1	30.1	34.8
L&T Emerging Businesses Fund Growth	₹83.7283 ↑ 0.94	₹17,306	5,000	-2.1	8.4	27.8	23.1	30	46.1
DSP BlackRock Small Cap Fund Growth	₹190.013 ↑ 1.42	₹16,147	1,000	-3.7	11.2	26	20	29.6	41.2
HDFC Small Cap Fund Growth	₹134.072 ↑ 1.11	₹33,504	5,000	-3.6	7.1	23.9	21.8	28.5	44.8
Franklin India Smaller Companies Fund Growth	₹171.753 ↑ 1.94	₹13,944	5,000	-5.9	4.5	27.2	22.7	28.5	52.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Diversified/Multi Cap Equity Mutual Fund

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Multicap Fund Growth	₹99.9348 ↑ 0.50	₹4,722	5,000	-5.6	5.1	40.7	23.7	23.6	40
Nippon India Multi Cap Fund Growth	₹284.292 ↑ 2.04	₹38,678	5,000	-2.5	5.8	33.6	23.7	24.1	38.1
IDBI Diversified Equity Fund Growth	₹37.99 ↑ 0.14	₹382	5,000	10.2	13.2	13.5	22.7	12
HDFC Equity Fund Growth	₹1,840.22 ↑ 5.78	₹64,929	5,000	-0.1	9.8	35.1	22.6	22.5	30.6
Motilal Oswal Multicap 35 Fund Growth	₹59.4739 ↑ 0.81	₹12,024	5,000	4	16	45	18.8	17.3	31
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum (ELSS) Equity Linked Saving Scheme

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Long Term Equity Fund Growth	₹51.3947 ↑ 0.75	₹4,074	500	0.6	14.6	49.6	23.2	22.7	37
SBI Magnum Tax Gain Fund Growth	₹419.803 ↑ 1.73	₹27,559	500	-4.6	6.5	39.8	22.2	23.9	40
IDBI Equity Advantage Fund Growth	₹43.39 ↑ 0.04	₹485	500	9.7	15.1	16.9	20.8	10
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	500	1.2	15.4	35.5	20.6	17.4
HDFC Tax Saver Fund Growth	₹1,312.29 ↑ 5.58	₹15,935	500	-2.1	7.7	33.8	20.4	20.6	33.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Sector Equity Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
SBI PSU Fund Growth	₹30.661 ↑ 0.02	₹4,471	5,000	-9.6	-3.4	49.8	33	23.5	54
ICICI Prudential Infrastructure Fund Growth	₹182.93 ↑ 0.56	₹6,779	5,000	-3.5	2.5	41.3	31	29.8	44.6
Invesco India PSU Equity Fund Growth	₹59.97 ↑ 0.03	₹1,331	5,000	-10.7	-3.4	47.5	30.5	26.2	54.5
HDFC Infrastructure Fund Growth	₹45.495 ↑ 0.22	₹2,516	5,000	-6.4	2.1	34.9	30.3	24	55.4
LIC MF Infrastructure Fund Growth	₹49.1207 ↑ 0.72	₹786	5,000	-4.6	10	56.9	29.9	27.1	44.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Best Lumpsum Debt Funds 2024 - 2025

Below are the top ranked funds from debt category like liquid, ultra short, short term, gilt, credit risk and corporate Debt fund.

Top 5 Lump sum Ultra Short Term Debt Mutual Funds

Ultra short term funds are good investment for 6-12 months period with low risk stable returns as they invest corpus in short term debt instruments with maturities ranging between 6 - 12 months.

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Aditya Birla Sun Life Savings Fund Growth	₹522.841 ↑ 0.11	₹15,098	1,000	2	3.8	7.8	6.4	7.2	7.78%	5M 19D	7M 24D
ICICI Prudential Ultra Short Term Fund Growth	₹26.4787 ↑ 0.00	₹14,206	5,000	1.8	3.6	7.5	6.2	6.9	7.53%	5M 1D	5M 16D
SBI Magnum Ultra Short Duration Fund Growth	₹5,715.35 ↑ 1.17	₹11,751	5,000	1.8	3.7	7.5	6.1	7	7.42%	5M 5D	10M 13D
Invesco India Ultra Short Term Fund Growth	₹2,579.75 ↑ 0.51	₹1,265	5,000	1.8	3.6	7.4	5.9	6.6	7.47%	5M 13D	5M 28D
Kotak Savings Fund Growth	₹41.0408 ↑ 0.01	₹12,502	5,000	1.8	3.6	7.2	6	6.8	7.44%	5M 19D	7M 13D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Short Term Debt Mutual Funds

Short term funds are good investment for 1-2 year period with low risk stable returns as they invest corpus in debt instruments with maturities ranging between 1 - 3 Year.

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Sundaram Short Term Debt Fund Growth	₹36.3802 ↑ 0.01	₹362	5,000	0.8	11.4	12.8	5.3		4.52%	1Y 2M 13D	1Y 7M 3D
HDFC Short Term Debt Fund Growth	₹30.3938 ↑ 0.01	₹14,972	5,000	2	4.3	8.4	6.1	7.1	7.57%	2Y 11M 12D	4Y 18D
Principal Short Term Debt Fund Growth	₹42.116 ↑ 0.02	₹223	5,000	2.1	4.3	8	6	6.9	7.39%	2Y 9M 14D	3Y 9M 11D
Nippon India Short Term Fund Growth	₹50.0256 ↑ 0.02	₹7,665	5,000	1.9	4.2	8	5.8	6.8	7.57%	2Y 10M 2D	3Y 8M 1D
Axis Short Term Fund Growth	₹29.2702 ↑ 0.01	₹9,301	5,000	1.9	4.1	8	5.9	6.8	7.52%	2Y 9M 4D	3Y 10M 2D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

Top 5 Lump sum Liquid Mutual Funds

Liquid Funds are good investment for a day to 90 days period with low risk stable returns as they invest corpus in money market debt instruments with maturities ranging between a week to 3 months.

Fund	NAV	Net Assets (Cr)	Min Investment	1 MO (%)	3 MO (%)	6 MO (%)	1 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
LIC MF Liquid Fund Growth	₹4,529 ↑ 0.82	₹10,697	5,000	0.6	1.8	3.6	7.4	7	6.99%	1M 4D	1M 4D
Axis Liquid Fund Growth	₹2,786.82 ↑ 0.51	₹34,316	500	0.6	1.8	3.6	7.4	7.1	7.19%	1M 29D	1M 29D
Invesco India Liquid Fund Growth	₹3,441.33 ↑ 0.63	₹14,805	5,000	0.6	1.8	3.6	7.4	7	7.06%	1M 16D	1M 16D
DSP BlackRock Liquidity Fund Growth	₹3,574.51 ↑ 0.66	₹20,007	1,000	0.6	1.8	3.6	7.4	7	7.12%	1M 10D	1M 13D
ICICI Prudential Liquid Fund Growth	₹370.714 ↑ 0.07	₹51,423	500	0.6	1.8	3.6	7.4	7	7.12%	1M 10D	1M 14D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Nov 24

Top 5 Lump sum GILT Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
SBI Magnum Gilt Fund Growth	₹62.9871 ↑ 0.02	₹10,937	5,000	1.3	4.5	9	6.7	7.6	6.99%	9Y 3M 22D	22Y 6M 14D
DSP BlackRock Government Securities Fund Growth	₹91.5873 ↑ 0.06	₹1,539	1,000	1.5	4.9	10.2	6.3	7.1	7.04%	11Y 11M 1D
ICICI Prudential Gilt Fund Growth	₹97.3339 ↑ 0.05	₹6,692	5,000	1.7	4.3	8.2	6.1	8.3	6.88%	3Y 7M 10D	6Y 5M 19D
Axis Gilt Fund Growth	₹24.3273 ↑ 0.01	₹696	5,000	1.7	4.9	10.3	6.1	7.1	6.98%	10Y 29D	23Y 7M 6D
Invesco India Gilt Fund Growth	₹2,715.14 ↑ 0.33	₹1,106	5,000	1.2	4.7	10.3	6	6.6	7.04%	10Y 8M 26D	25Y 11M 12D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Corporate Bond Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
Nippon India Prime Debt Fund Growth	₹56.8306 ↑ 0.02	₹6,312	1,000	2.1	4.4	8.5	6.5	7.1	7.41%	4Y	5Y 3M 22D
ICICI Prudential Corporate Bond Fund Growth	₹28.3256 ↑ 0.01	₹27,164	5,000	2	4.2	8.1	6.5	7.6	7.63%	2Y 3M 25D	3Y 10M 6D
Aditya Birla Sun Life Corporate Bond Fund Growth	₹107.189 ↑ 0.03	₹23,337	1,000	2	4.5	8.6	6.4	7.3	7.49%	3Y 9M 18D	5Y 7M 13D
HDFC Corporate Bond Fund Growth	₹30.9298 ↑ 0.01	₹32,072	5,000	2.2	4.5	8.6	6.2	7.2	7.4%	4Y 7D	6Y 2M 5D
Kotak Corporate Bond Fund Standard Growth	₹3,579.18 ↑ 1.35	₹14,163	5,000	2	4.4	8.3	6.1	6.9	7.43%	3Y 3M 7D	5Y 4D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Credit Risk Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	2023 (%)	Debt Yield (YTM)	Mod. Duration	Eff. Maturity
BOI AXA Credit Risk Fund Growth	₹11.747 ↑ 0.00	₹115	5,000	1.4	2.3	6.2	39.5	5.6	0.6%	6M 29D	8M 1D
Franklin India Credit Risk Fund Growth	₹25.3348 ↑ 0.04	₹104	5,000	2.9	5	7.5	11		0%
DSP BlackRock Credit Risk Fund Growth	₹41.6178 ↑ 0.01	₹188	1,000	1.8	3.9	7.7	10.6	15.6	8.05%	2Y 8M 5D	3Y 8M 16D
Aditya Birla Sun Life Credit Risk Fund Growth	₹20.3723 ↑ 0.01	₹936	1,000	4.8	8.1	11.9	8.5	6.9	8.16%	2Y 1M 24D	3Y 4M 17D
ICICI Prudential Regular Savings Fund Growth	₹30.1306 ↑ 0.01	₹6,387	10,000	1.9	4.8	8.7	6.8	7.2	8.53%	1Y 10M 10D	2Y 4M 17D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Best Lumpsum Hybrid Funds 2024 - 2025

Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented Hybrid schemes.

Top 5 Lump sum Balanced Mutual Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
HDFC Balanced Advantage Fund Growth	₹492.758 ↑ 1.44	₹94,866	5,000	-2.7	4.2	25	20.5	19.7	31.3
JM Equity Hybrid Fund Growth	₹121.382 ↑ 0.79	₹679	5,000	-4.9	4.7	32.6	20.5	24	33.8
ICICI Prudential Multi-Asset Fund Growth	₹692.336 ↑ 1.42	₹50,648	5,000	-0.5	4.7	23.4	18.1	20.5	24.1
ICICI Prudential Equity and Debt Fund Growth	₹362.31 ↑ 0.27	₹40,203	5,000	-2.6	5	26	17.9	21.4	28.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹37.23 ↑ 0.25	₹1,010	5,000	-4.3	6.5	26.3	16.8	25.5	33.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Aggressive Hybrid Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Equity Hybrid Fund Growth	₹121.382 ↑ 0.79	₹679	5,000	-4.9	4.7	32.6	20.5	24	33.8
ICICI Prudential Equity and Debt Fund Growth	₹362.31 ↑ 0.27	₹40,203	5,000	-2.6	5	26	17.9	21.4	28.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹37.23 ↑ 0.25	₹1,010	5,000	-4.3	6.5	26.3	16.8	25.5	33.7
Sundaram Equity Hybrid Fund Growth	₹135.137 ↑ 0.78	₹1,954	5,000	0.5	10.5	27.1	16	14.2
UTI Hybrid Equity Fund Growth	₹386.827 ↑ 1.37	₹6,111	1,000	-1.9	8.7	25.9	15	18.6	25.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Conservative Hybrid Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
HDFC Balanced Advantage Fund Growth	₹492.758 ↑ 1.44	₹94,866	5,000	-2.7	4.2	25	20.5	19.7	31.3
JM Equity Hybrid Fund Growth	₹121.382 ↑ 0.79	₹679	5,000	-4.9	4.7	32.6	20.5	24	33.8
ICICI Prudential Multi-Asset Fund Growth	₹692.336 ↑ 1.42	₹50,648	5,000	-0.5	4.7	23.4	18.1	20.5	24.1
ICICI Prudential Equity and Debt Fund Growth	₹362.31 ↑ 0.27	₹40,203	5,000	-2.6	5	26	17.9	21.4	28.2
BOI AXA Mid and Small Cap Equity and Debt Fund Growth	₹37.23 ↑ 0.25	₹1,010	5,000	-4.3	6.5	26.3	16.8	25.5	33.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Arbitrage Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Kotak Equity Arbitrage Fund Growth	₹35.9832 ↑ 0.02	₹54,941	5,000	1.8	3.7	8	6.5	5.6	7.4
HDFC Arbitrage Fund Growth	₹29.44 ↑ 0.02	₹16,606	100,000	1.8	3.7	7.8	6.2	5.2	7.2
UTI Arbitrage Fund Growth	₹33.6293 ↑ 0.02	₹6,144	5,000	1.8	3.7	7.8	6.2	5.4	7.2
Edelweiss Arbitrage Fund Growth	₹18.62 ↑ 0.01	₹12,537	5,000	1.8	3.6	7.8	6.3	5.5	7.1
Invesco India Arbitrage Fund Growth	₹30.6563 ↑ 0.02	₹18,584	5,000	1.8	3.7	7.8	6.6	5.5	7.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Dynamic Allocation Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
HDFC Balanced Advantage Fund Growth	₹492.758 ↑ 1.44	₹94,866	5,000	-2.7	4.2	25	20.5	19.7	31.3
BOI AXA Equity Debt Rebalancer Fund Growth	₹23.996 ↑ 0.04	₹135	5,000	-3.9	0.8	16.4	13	11.1	18.4
ICICI Prudential Balanced Advantage Fund Growth	₹68.94 ↑ 0.04	₹60,545	5,000	-0.7	5.5	17.3	11.7	12.9	16.5
Invesco India Dynamic Equity Fund Growth	₹52.08 ↑ 0.22	₹905	5,000	0.1	6.1	21.1	11.6	11.6	20.1
Axis Dynamic Equity Fund Growth	₹20.02 ↑ 0.06	₹2,547	5,000	0.4	8.7	24.7	11.3	12.2	20
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Multi Asset Allocation Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
ICICI Prudential Multi-Asset Fund Growth	₹692.336 ↑ 1.42	₹50,648	5,000	-0.5	4.7	23.4	18.1	20.5	24.1
UTI Multi Asset Fund Growth	₹70.2088 ↑ 0.28	₹4,415	5,000	-2.2	4.9	27.4	16.6	15.2	29.1
Edelweiss Multi Asset Allocation Fund Growth	₹59.46 ↑ 0.16	₹2,195	5,000	-2.8	6.7	24.6	15.7	17.5	25.4
SBI Multi Asset Allocation Fund Growth	₹54.9003 ↑ 0.26	₹6,574	5,000	-0.5	4.4	20.9	13.4	14	24.4
HDFC Multi-Asset Fund Growth	₹66.412 ↑ 0.24	₹3,760	5,000	-0.7	5.5	19.3	11.2	15.1	18
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Top 5 Lump sum Equity Savings Funds

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
L&T Equity Savings Fund Growth	₹32.4684 ↑ 0.26	₹548	5,000	0.3	7.6	21.5	12.3	12.9	17
Kotak Equity Savings Fund Growth	₹24.8356 ↑ 0.02	₹7,804	5,000	-1.4	3.8	14.9	10.4	10.9	15.7
Principal Equity Savings Fund Growth	₹66.8215 ↑ 0.20	₹990	5,000	-0.2	5.2	14.9	9.6	12.7	15.3
SBI Equity Savings Fund Growth	₹22.9363 ↑ 0.03	₹5,616	1,000	0.9	5.7	13.4	9.6	11.2	17.5
HDFC Equity Savings Fund Growth	₹63.135 ↑ 0.10	₹5,463	5,000	-0.6	4.1	14.3	9.5	11.1	13.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Fund	NAV	Net Assets (Cr)	Min Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
HDFC Retirement Savings Fund - Equity Plan Growth	₹48.446 ↑ 0.18	₹5,970	5,000	-3.5	6.6	26.4	18	23.3	32.6
HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth	₹37.122 ↑ 0.09	₹1,577	5,000	-1.8	5.8	20.2	13.1	17	24.9
ICICI Prudential Child Care Plan (Gift) Growth	₹301.56 ↑ 1.52	₹1,315	5,000	-3.4	3.1	28	15.4	16.1	29.2
Tata Retirement Savings Fund - Progressive Growth	₹63.2984 ↑ 0.39	₹2,089	5,000	-3.6	7.9	24.7	12.2	15.5	29
Tata Retirement Savings Fund-Moderate Growth	₹61.9666 ↑ 0.30	₹2,162	5,000	-2.3	8.2	22.3	11.7	14.6	25.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

Best Lump sum Mutual Fund on 1 Month Performance

1. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund Growth
Launch Date	2 Jan 01
NAV (14 Jan 22)	₹595.168 ↑ 0.28 (0.05 %)
Net Assets (Cr)	₹1,318 on 30 Nov 21
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	2.27
Information Ratio	-0.15
Alpha Ratio	1.75
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,439
31 Oct 21	₹15,733

HDFC Long Term Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	4.4%
3 Month	1.2%
6 Month	15.4%
1 Year	35.5%
3 Year	20.6%
5 Year	17.4%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for HDFC Long Term Advantage Fund

Name	Since	Tenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Aditya Birla Sun Life International Equity Fund - Plan B

An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets.

Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch. Ranked 39 in Global category. .

Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B

Aditya Birla Sun Life International Equity Fund - Plan B Growth
Launch Date	31 Oct 07
NAV (28 Jul 23)	₹28.8036 ↑ 0.07 (0.23 %)
Net Assets (Cr)	₹93 on 30 Jun 23
Category	Equity - Global
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	High
Expense Ratio	2.6
Sharpe Ratio	0.85
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,813
31 Oct 21	₹15,063
31 Oct 22	₹14,297

Aditya Birla Sun Life International Equity Fund - Plan B SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Aditya Birla Sun Life International Equity Fund - Plan B

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	4.2%
3 Month	10.3%
6 Month	10%
1 Year	13.8%
3 Year	18.9%
5 Year	9%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B

Name	Since	Tenure

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. IDBI Nifty Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme.

IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch. Ranked 83 in Index Fund category. .

Below is the key information for IDBI Nifty Index Fund

IDBI Nifty Index Fund Growth
Launch Date	25 Jun 10
NAV (28 Jul 23)	₹36.2111 ↓ -0.02 (-0.06 %)
Net Assets (Cr)	₹208 on 30 Jun 23
Category	Others - Index Fund
AMC	IDBI Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.9
Sharpe Ratio	1.04
Information Ratio	-3.93
Alpha Ratio	-1.03
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,778
31 Oct 21	₹14,755
31 Oct 22	₹15,102

IDBI Nifty Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for IDBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	3.7%
3 Month	9.1%
6 Month	11.9%
1 Year	16.2%
3 Year	20.3%
5 Year	11.7%
10 Year
15 Year
Since launch	10.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for IDBI Nifty Index Fund

Name	Since	Tenure

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. IDBI Equity Advantage Fund

The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.

IDBI Equity Advantage Fund is a Equity - ELSS fund was launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch. Ranked 21 in ELSS category. .

Below is the key information for IDBI Equity Advantage Fund

IDBI Equity Advantage Fund Growth
Launch Date	10 Sep 13
NAV (28 Jul 23)	₹43.39 ↑ 0.04 (0.09 %)
Net Assets (Cr)	₹485 on 30 Jun 23
Category	Equity - ELSS
AMC	IDBI Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.39
Sharpe Ratio	1.21
Information Ratio	-1.13
Alpha Ratio	1.78
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,193
31 Oct 21	₹13,700
31 Oct 22	₹13,964

IDBI Equity Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for IDBI Equity Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 22

Duration	Returns
1 Month	3.1%
3 Month	9.7%
6 Month	15.1%
1 Year	16.9%
3 Year	20.8%
5 Year	10%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for IDBI Equity Advantage Fund

Name	Since	Tenure

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.

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Best Lump sum Mutual Fund on 1 Month Performance

1. HDFC Long Term Advantage Fund

Growth of 10,000 investment over the years.

HDFC Long Term Advantage Fund SIP Returns

Returns for HDFC Long Term Advantage Fund

Historical performance (Yearly) on absolute basis

Fund Manager information for HDFC Long Term Advantage Fund

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Asset Allocation

Top Securities Holdings / Portfolio

2. Aditya Birla Sun Life International Equity Fund - Plan B

Growth of 10,000 investment over the years.

Aditya Birla Sun Life International Equity Fund - Plan B SIP Returns

Returns for Aditya Birla Sun Life International Equity Fund - Plan B

Historical performance (Yearly) on absolute basis

Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B

Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23

Equity Sector Allocation

Asset Allocation

Top Securities Holdings / Portfolio

3. IDBI Nifty Index Fund

Growth of 10,000 investment over the years.

IDBI Nifty Index Fund SIP Returns

Returns for IDBI Nifty Index Fund

Historical performance (Yearly) on absolute basis

Fund Manager information for IDBI Nifty Index Fund

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation

Top Securities Holdings / Portfolio

4. IDBI Equity Advantage Fund

Growth of 10,000 investment over the years.

IDBI Equity Advantage Fund SIP Returns

Returns for IDBI Equity Advantage Fund

Historical performance (Yearly) on absolute basis

Fund Manager information for IDBI Equity Advantage Fund

Data below for IDBI Equity Advantage Fund as on 30 Jun 23

Equity Sector Allocation

Asset Allocation

Top Securities Holdings / Portfolio